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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 6/3/2022 7:45 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 9079
Template/Type: Brandon Time
Title/Caption: Adilas Time
Start Date/Time: 6/7/2022 9:00 am
End Date/Time: 6/7/2022 10:00 am
Main Status: Active

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Notes:

Morning meeting. Steve, Sean, and Shari O. were on and going other things. Quite a bit of talk about the internal email system and likes and dislikes. We are currently using an add on service from Newtek that we setup 12-15 years ago. We may need to look into beefing up that system and making it more a big part of our services. It works for me, but some of the folks are having issues with delays or not getting the emails.

Next, they switched over to sales, people, new recruits, and permissions. Steve is building a new way to capture hours and time spent on projects for the guys and gals. He is using and harnessing sub dates and times, as part of the bigger elements of time pieces.

Eventually, it was just Steve and I on the meeting. Steve and I were talking about the client portal and how that is heating up. The client portal is basically a mix of ecommerce, customer/client login, special features, message marketing, scheduling, online bill pay, submitting documents, uploading content, a message center and other things. We already have a bunch of this built, but we can also feel the water heating up there. This will be very important as we keep moving into fracture. The whole client side of the application will be huge. We'll use settings to show/hide and expose certain pieces. Then, our clients (the users and their companies) will be able to use the client portal to expose certain pieces of their business to their customers and clients. That piece is very important. Anyways, that whole piece and concept is really starting to heat up.

Lastly, Steve and I were touching base and talking about options for reselling merchant processing and being able to gain revenue from passive sources such as merchant fees and merchant processing. Basically, a client signs up with merchant processing for their business, then we help hook them up through adilas, because they are using adilas to run their business, we get a small kickback from the ongoing reoccurring revenue stream from the merchant processing fees. It's small, but we are hoping to get in there and let it add up over time. Anyways, we are looking in to being a reseller of some of those services. Good stuff!